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Tag Archives: Retirement Plan

The purpose of a Tax Treaty is to define which of two countries has the rights of taxation. Upon retirement when there is a Tax Treaty with the USA then it is possible for the 3rd Country national to receive withdrawal from his IRC 401a or IRA without tax or a reduced tax from the […]

A lot of people want to retire. Early retirement is a fun goal in life, as it gives a chance for us to contribute to social life more than those who are working full time. Sadly, it is often hard to save enough money to retire comfortably. Social Security payments give out enough for a […]

How many people have enough savings for retirement now? Today’s statistic is that a person over age 50 who loses his job will have a 90% chance of not finding another one. Everyone needs a retirement plan because no-one knows when an industry shift, or economic downturn could effect your career and your life, in […]

If we wrote a book about the Malta U.S. Pension Scheme it would be about 12 pages even if we covered everything imaginable in great detail…otherwise it would be a couple of paragraphs and not worthy of a white paper because it is NOT an occupational retirement plan it is a life time annuity with […]

As older Americans approach retirement, many may be realizing their financial planning isn’t what it should have been. That could mean they need to postpone retirement – or abandon the idea altogether. “Most people don’t spend much time even thinking about retirement,” says Stephen Ng, author of “10 Financial Mistakes You Should Avoid: Strategies Designed […]

There are 4 sections of IRS code that need to be considered in regards to non-qualified deferred compensation plans and a U.S. tax lawyer who is without prior research on IRC 402b foreign retirement plans will bill between $125,000.00 and $200,000.00 prior to doing research on foreign country pension laws. The reason that specialist Tax […]

Foreign Retirement Plan Corporate Legal Framework This Foreign retirement plan corporate legal framework is the only solution to the IRS rulings in 2014 that demolish U.S. situs deferred compensation structures of working members of limited partnership (LLC/LLP) and the IRS Chief Counsel advises members may be subject to self-employment tax. This Foreign Financial Account is […]

Common sense tells us that safety and security for the future requires three unchained investment account components that you control: a) Unchained Jurisdiction-transferrable b) Unchained Custodian-changeable c) Unchained Investment Account-changeable There are two definitions of common sense I can see here: Common sense is what I know to be true and how I judge the […]

U.S. DEPARTMENT OF LABOR RULE WOULD ADD URGENTLY NEEDED PROTECTIONS FOR AMERICAN RETIREMENT SAVERS OVERVIEW Every year, retirement savers in the IRA market alone lose at least $17 billion in savings due to conflicted investment advice. Today’s retirement market functions quite well for the broker-dealers, insurance companies, and mutual fund complexes that reap billions of […]

October 20th, 2015. That date might not mean much to you now, but it will. The International Monetary Fund (IMF) is expected to meet and announce that it intends to replace the U.S. Dollar as the default reserve currency. What’s that mean for Americans with retirement accounts? It means if your IRA or 401(k) is […]

An American’s Living Abroad, or an Expat as they’re commonly known, now faces radical changes in how they file annual income tax reports because of the new FATCA (foreign account tax compliance) regulations. Amongst the more common questions and concerns relates to owning offshore mutual funds (held but not sold). This brings us to the […]